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Manager Directed Portfolios shares owned by Mml Investors Services

Quarter-by-quarter ownership of Manager Directed Portfolios (SWP) shares owned by Mml Investors Services from 13F filings

Historical chart of Mml Investors Services investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Mml Investors Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Mml Investors Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $636k 23k 27.78

More positions owned by Mml Investors Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Mml Investors Services

Top funds holding Manager Directed Portfolios

Strategic Wealth Partners
Brian Low Financial Group
Mml Investors Services
Jane Street
Citadel Advisors
UBS Group

View all funds holding Manager Directed Portfolios